OUR TEAM

* indicates shareholder

MANAGEMENT COMMITTEE

DaveFulton2021

DAVID C. FULTON, JR., CFA*

Chairman & Chief Executive

Carl J. Tippit, CFA*

President

Trent M. Meyerhoefer

Senior Managing Director and Chief Financial Officer

Gregory P. Althans, CPA/PFS, CFP®*

Senior Managing Director and Chief Wealth Strategist

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Jennifer Coleman

External Board Member

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John P.M. Higgins

External Board Member

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Marilyn Eisele

External Board Member

EXECUTIVE LEADERSHIP

DaveFulton2021

DAVID C. FULTON, JR., CFA*

Chairman & Chief Executive

Carl J. Tippit, CFA*

President

Trent M. Meyerhoefer*

Senior Managing Director and Chief Financial Officer

BradKnapp2021

Bradley D. Knapp, CFA, CAIA*

Senior Managing Director and Head of the Private Client Group

MikeMoss2021

Michael J. Moss, CFP®*

Senior Managing Director, Integration and Special Projects

Michael P. Shebak III*

Senior Managing Director and Head of Institutional Consulting

Research & Investment Management

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Svetlana M. Loshakov, CFA*

Head of Investments, Senior Managing Director

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Aneet P. Deshpande, CFA*

Chief Investment Strategist, Senior Managing Director

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Satricia A. Rice, JD, CFA, CIMA®*

Senior Managing Director and Head of Portfolio Management

Thomas M. Seay*

Senior Managing Director, Research

JAMES D. AWAD

Senior Managing Director

Joseph D. Boushelle, CFA, CAIA*

Senior Managing Director, Alternatives

Daniel Meges*

Managing Director, Research

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Andres Arsuaga, CFA

Director, Portfolio Management

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Andrew Burger, CFA

Director, Portfolio Management

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Michael G. Kuebler

Analyst, Research

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Mike McLelland, CFA, CAIA

Analyst, Research

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Haley J. Schubert, CFA

Senior Portfolio Manager

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Adam Felten

Portfolio Manager

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Caroline Lyu

Portfolio Manager

ErinGray2021

Erin D. H. Gray

Research Associate

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Konstantin Goldberg

Associate Portfolio Manager

ErinGray2021

Michael S. Fedeli

Associate Portfolio Manager

ErinGray2021

Sydney P. Van Scoy

Associate Portfolio Manager

Kimberly D. Trnavsky

Alternative Investment Administrator

SueWitalis2021

Susan E. Witalis

Trader

INSTITUTIONAL CONSULTING GROUP

Michael P. Shebak III*

Senior Managing Director and Head of Institutional Consulting

Adam J. Blake, AIF®*

Senior Managing Director

Anthony M. Saracusa, CIMA®*

Senior Managing Director

Brian K. Hrabak, CFA*

Senior Managing Director

Grant B. Guyuron, CFA*

Senior Managing Director

JohnColla2021

John F. Colla, CFA*

SENIOR MANAGING DIRECTOR

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Lawrence M. Carone, CFA, CAIA*

Senior Managing Director

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Matthew J. Kolenich, CPFA, AIF®

Managing Director

Brian T. Wunderle

DIRECTOR

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Joseph T. Adams, CFA

Senior Associate

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Bayley E. H. Miozzi

Associate

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John P. Lenehan

Associate

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Kristen Low

Associate

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Gareth J. Hannigan

Client Service Associate

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Samantha Karoly

Client Service Associate

KarenBuckley2021

Karen T. Buckley

Institutional Coordinator

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Luz Caraballo

Administrative Assistant

PRIVATE CLIENT GROUP

BradKnapp2021

Bradley D. Knapp, CFA, CAIA*

Senior Managing Director and Head of the Private Client Group

Anthony G. Micheli, CPA*

Senior Managing Director

MikeMoss2021

Michael J. Moss, CFP®*

Senior Managing Director, Integration and Special Projects

David A. McClearn, CFA*

Senior Managing Director

Gregory P. Althans, CPA/PFS, CFP®*

Senior Managing Director and Chief Wealth Strategist

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David J. Rubis, CPFA, AIF®*

Senior Managing Director

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Eileen Burkhart, CFP®, AIF®*

Senior Managing Director

GregLonczak2021

Gregory Q. Lonczak, CFP®*

Senior Managing Director

JAMES D. AWAD

Senior Managing Director

James R. Pruce, CFP®, CPA*

Senior Managing Director

JohnMarino2021

John Marino, CFP®, CPA*

Senior Managing Director

Maureen Leneghan, CPA, CFP®*

Senior Managing Director, Financial Planning

MichaelDearden2021

Michael S. Dearden, ATP®*

Senior Managing Director

MichaelDearden2021

SCOTT P. SNOW, CPA, CFP®, CIMA*

Senior Managing Director

Theodore J. Robbins, CPA , CFP®*

Senior Managing Director

Tracy A. Jemison, II*

Senior Managing Director

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Jonathan A. Watts, CPA*

Managing Director

Allen W. Dengler

Director, Private Client Group

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Chris Berben, CFP®

Director, Private Client Group

JoeBaranek2021

Joseph Baranek, CFP®

Director, Private Client Group

James T. Thomas, CPA

Director, Tax

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Kayleigh Cowser, Esq.

Director, Trusts and Estates

Lisa M. Chavez, CPA

Director, Tax

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Bryse D. Cirjak, CFP®

Senior Associate

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Debra Richards

Senior Associate

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Doug Wiedemann, CPA, CFP®

Senior Associate

Emily C. Hajec

Senior Associate

Gina G. Gurganus, CFP®

Senior Associate

Teresa A. LaCorte, CPA

Senior Associate

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Jeff Cornelius

Associate, Integration & Planning

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Adam T. Clare, CPA

Planning Associate

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Becca Rak

Planning Associate

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Christine Trunk

Planning Associate

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Daniel C. Francy

Planning Associate

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Dylan C. Gardner

Planning Associate

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Emily Keller

Planning Associate

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Jacinto T. Cuellar

Planning Associate

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Jenny L. Cuevas

Planning Associate

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Jessica G. Martin

Planning Associate

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Kiana Woodgett

Planning Associate

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Max Zarick, CPA

Planning Associate

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Kaitlyn Hartburg

Family Office Professional

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Angela Bitting

Senior Client Service Associate

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Allison E. Schaefer

Senior Client Service Associate

Kimberly A. Herbst

Senior Client Service Associate

Peggy E. Shalala

Senior Client Service Associate

Susan A. Svenson

Senior Client Service Associate

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Alexandra Bair

Client Service Associate

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Chris Markley

Client Service Associate

Laurie Johns

Client Service Associate

Luke Sommer

Client Service Associate

Mark A. Comienski

Client Service Associate

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Rachel M. Aranowitz

Client Service Associate

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Chelsea Enslow

Client Operations Coordinator

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Beatrice Cooper

Administrative Assistant, Tax

Administration

Steven F. Wolken*

Chief Compliance Officer

DennisKasper2021

Dennis M. Kasper*

Senior Managing Director, Information Technology

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Kathleen Thompson, PMP*

Senior Managing Director, Finance

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Jane F. Battes, SPHR*

Senior Managing Director, Human Resources

Jennifer D. Lucas

Office Administrator | Recruiter

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Heather K. Hughes

HR Generalist | Recruiter

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Edward Mielcarek

Director, Information Technology

MonicaFletcher2021

Monica A. Fletcher

Senior Associate, Marketing

Shereen H. Abuzahriyeh

Associate, Information Technology

Amber N. Coletta

Business Analyst

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Daniel J. Usay

Business Analyst

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Sarah Richter, CPA

Senior Staff Accountant

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Haven Hobson

Accountant, Billing

Devra G. Woodard

Receptionist

REPORTING AND OPERATIONS

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Bianca L. Friscan*

Senior Managing Director, Operations

Mitchel H. Green

Director, Institutional Operations

Sandra J. Wallenhorst

Senior Associate, Reporting

Cristina T. Popoiu

Senior Performance Analyst

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Jessica Ackermann

Senior Performance Analyst

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Benjamin L. DeHaan

Performance Analyst

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David Mooney

Performance Analyst

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Kyle Shuki

Performance Analyst

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Claudia N. Kerchenski

Operations Associate

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TJ Conway

Reporting Associate

Bonny L. Constantino

Database Coordinator

Maureen A. Berthelot

Database Coordinator

Find Your Clarity

Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

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